+3,354.6%
ASX vs AU
+683.9%
+2,670.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.6% | +8.8% | +4.0% |
| 7D | -9.1% | +15.3% | -24.4% | -10.9% |
| 30D | -23.6% | -0.3% | -23.3% | -23.6% |
| 3M | -5.6% | -2.9% | -2.7% | -5.4% |
| 6M | +4.7% | -10.7% | +15.4% | +5.8% |
| YTD | +122.6% | +14.0% | +108.6% | +117.3% |
| 1Y | +133.0% | +32.5% | +100.5% | +122.7% |
| 3Y | +367.1% | +557.9% | -190.8% | +261.2% |
| 5Y | +504.7% | +441.0% | +63.7% | +367.8% |
| 10Y | +887.2% | +816.9% | +70.3% | +577.8% |
| All | +3,354.6% | +683.9% | +2,670.8% | +2,585.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling